See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,389 | $179,726-60.8% | $156,263-55.0% | $142,382-50.6% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.9%-14.6pp | 80.1%-15.8pp |
| Annual return | 20.11% | 77.86%-57.7pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,406 | $5,069+6.6% | $4,333+24.8% | $4,299+25.7% |
| Participant deferral / active EE | $2,001 | $6,956-71.2% | $6,158-67.5% | $6,507-69.3% |
| Admin fee / account holder | $2,816 | $17,272-83.7% | $14,255-80.2% | $12,624-77.7% |